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Selective Wealth Management’s Ameren AEE Stock Holding History

Selective Wealth Management’s Portfolio AEE Stock Details AEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,528
Closed -$123K – 139
2022
Q3 		$123K Buy
1,528
+3
+0.2% +$274 0.05% 177
2022
Q2 		$138K Sell
1,525
-300
-16% -$27.8K 0.05% 184
2022
Q1 		$171K Hold
1,825
– – 0.06% 151
2021
Q4 		$162K Sell
1,825
-400
-18% -$34K 0.07% 145
2021
Q3 		$180K Buy
2,225
+500
+29% +$42.7K 0.1% 119
2021
Q2 		$138K Buy
1,725
+725
+73% +$60.7K 0.11% 89
2021
Q1 		$81K Buy
+1,000
New +$74.9K 0.07% 93

Other funds holding AEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return